SCA

Sander Capital Advisors Portfolio holdings

AUM $239M
1-Year Est. Return 28.02%
This Quarter Est. Return
1 Year Est. Return
+28.02%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$219M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
18
New
Increased
Reduced
Closed

Top Buys

1
+$4.37M
2
+$3.81M
3
+$3.56M
4
AMZN icon
Amazon
AMZN
+$1.04M
5
MSFT icon
Microsoft
MSFT
+$88K

Top Sells

1
+$8.39M
2
+$5.84M
3
+$1.95M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$648K
5
ACN icon
Accenture
ACN
+$114K

Sector Composition

1 Technology 73.05%
2 Consumer Discretionary 12.83%
3 Communication Services 7.66%
4 Financials 5.86%
5 Consumer Staples 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 47.47%
232,506
+197
2
$31.5M 14.4%
149,623
-420
3
$28.1M 12.83%
145,287
+5,396
4
$16.8M 7.66%
91,364
+23,825
5
$8.2M 3.75%
14,761
-15,111
6
$7.1M 3.24%
17,459
-1,593
7
$4.51M 2.06%
31,975
-220
8
$4.37M 2%
25,780
-34,440
9
$3.81M 1.74%
+30,870
10
$3.56M 1.63%
+43,500
11
$2.63M 1.2%
10,018
12
$2.53M 1.16%
5,739
-1
13
$1.35M 0.62%
1,585
14
$394K 0.18%
250
15
$163K 0.07%
805
+5
16
– –
-10,785
17
– –
-330